Top Questions from Applied Net 2025: How Automation Works for Insurance Agencies
At Applied Net 2025, one thing was clear: automation and AI are no longer future concepts. They are already shaping how agencies…
Notice of Cancellation
Recover hours spent manually retrieving cancellation notices,
monitoring reinstatements, and sending client reminders.
Managing cancellation notices is a time-sensitive task where a single oversight can lead to liabilities. Our intelligent assistant monitors these notices in real-time and instantly sends notifications, ensuring the agency remains compliant and can intervene early to prevent lapses.
Logs into carrier websites using secure credentials and monitors email inboxes to download NOC documents based on specific date ranges.
Launches your AMS, creates relevant activity for each NOC document, and attaches the file to the client record.
Sends the NOC document to the policyholder via email.
Checks for payment or reinstatement on the follow-up date.
Updates the activity in your AMS and sends a summary email to all stakeholders.
Retrieves NOC documents from carrier portals, designated inboxes, and ECAN.
Uses your defined rules to rename, tag, and sort NOCs by cancellation type or line of business.
Updates your AMS by attaching documents and creating specific activity logs for every notice.
Sends reminder emails to clients on follow-up dates to reduce cancellations caused by missed payments.
Configure reinstatements based on the scheduled date to ensure timely follow-ups.
Routes high-value or at-risk cancellations to AM/CSRs for immediate intervention.
Platforms
Carriers
Our intelligent assistant is designed to retrieve NOC documents from multiple sources, including over 300 carrier portals, designated agency email inboxes, and ECAN (downloads).
Yes. Our intelligent assistant can automatically send payment reminders to clients on specific follow-up dates, helping them avoid losing coverage due to missed payments.
Our intelligent assistant continuously monitors for reinstatement notices or updated policy documents. Once a reinstatement is found, it flags the record for review.
Yes. You can configure rules to automatically rename, tag, and sort documents by the type of cancellation, line of business, or specific policy details.
Our intelligent assistant can be configured to run on a fixed schedule that fits your agency’s needs, whether that is daily, weekly, or at custom intervals.
“Automation freed our licensed staff to focus on what matters - clients.”
“Adapting the bot has helped us save time. It's made the process more efficient.”
“Allowing the bots to streamline the process allowed our team to focus on the client side of the business.”
“You will not look back when you see the time you are giving back to your staff to invest in other areas of your agency. ”
“It's like adding a full-time employee without the extra hire.”
“vBots saved 60% of my time on reconciliations.”
“Go for it. Do not delay. It is definitely going to give you some time back in your day.”
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